1,794 Shares in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Purchased by EP Wealth Advisors LLC (2024)

Posted by Defense World Staff on Mar 19th, 2024

EP Wealth Advisors LLC acquired a new position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 1,794 shares of the company’s stock, valued at approximately $145,000.

Several other hedge funds and other institutional investors have also bought and sold shares of SHY. JPMorgan Chase & Co. raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 65.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 25,532,359 shares of the company’s stock valued at $2,070,164,000 after buying an additional 10,066,797 shares in the last quarter. Assetmark Inc. raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 601.3% in the 3rd quarter. Assetmark Inc. now owns 7,874,166 shares of the company’s stock valued at $637,571,000 after buying an additional 6,751,373 shares in the last quarter. Morgan Stanley increased its position in iShares 1-3 Year Treasury Bond ETF by 16.9% during the 4th quarter. Morgan Stanley now owns 20,028,074 shares of the company’s stock worth $1,625,679,000 after purchasing an additional 2,893,771 shares in the last quarter. Barclays PLC increased its position in iShares 1-3 Year Treasury Bond ETF by 114.2% during the 2nd quarter. Barclays PLC now owns 5,038,466 shares of the company’s stock worth $408,519,000 after purchasing an additional 2,685,922 shares in the last quarter. Finally, BlackRock Inc. increased its position in iShares 1-3 Year Treasury Bond ETF by 20.6% during the 1st quarter. BlackRock Inc. now owns 10,877,633 shares of the company’s stock worth $893,706,000 after purchasing an additional 1,858,137 shares in the last quarter. Institutional investors and hedge funds own 18.38% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Trading Up 0.0 %

SHY stock opened at $81.50 on Tuesday. The company has a 50 day simple moving average of $81.85 and a 200 day simple moving average of $81.46. iShares 1-3 Year Treasury Bond ETF has a 1 year low of $80.55 and a 1 year high of $82.74.

iShares 1-3 Year Treasury Bond ETF Dividend Announcement

The business also recently disclosed a monthly dividend, which was paid on Thursday, March 7th. Investors of record on Monday, March 4th were given a dividend of $0.2405 per share. This represents a $2.89 dividend on an annualized basis and a yield of 3.54%. The ex-dividend date was Friday, March 1st.

iShares 1-3 Year Treasury Bond ETF Profile

(Free Report)

The iShares 1-3 Year Treasury Bond ETF (SHY) is an exchange-traded fund that is based on the U.S. Treasury 1-3 Year index. The fund tracks a market weighted index of debt issued by the US Treasury with 1-3 years remaining to maturity. Treasury STRIPS are excluded. SHY was launched on Jul 22, 2002 and is managed by BlackRock.

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